An upgrade in its Process Pillar rating is the primary driver of MainStay Epoch International Choice Inv's upgrade to a Morningstar Quantitative Rating of Neutral from Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.
- NAV / 1-Day Return 37.72 / 0.91 %
- Total Assets 230.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.500%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Foreign Large Blend
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.69%
- Turnover 49%
Morningstar’s Analysis ICELX
Will ICELX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.